See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,699 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $24,127 |
Filed as: CBIZ CPAS P.C. Service code 10 155 S MAIN STREET, STE 100 · PROVIDENCE, RI 02903 | Accounting | $19,570 |
Filed as: HUB INTERNATIONAL ADVISORS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,952 |
FIDUCIENT ADVISORS LLC3 years Service code 27 500 WEST MADISON STREET, STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $13,864 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY, STE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,484 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA THIRD PARTY ADMIN Service code 13 2 EXECUTIVE PARK DRIVE STE 100 · BEDFORD, NH 03110 | Contract Administrator | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,828 | $50,815+131.9% | $155,509-24.2% | $77,643+51.8% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 14.26% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $7,446 | $1,993+273.6% | $4,672+59.4% | $2,726+173.2% |
| Participant deferral / active EE | $6,361 | $2,822+125.4% | $5,626+13.1% | $4,647+36.9% |
| Admin fee / account holder | $373 | $437-14.6% | $15,912-97.7% | $430-13.3% |